+13.3%
MDT vs SUI
-2.0%
+15.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.8% |
| 7D | +2.7% | +3.4% | -0.7% | +1.4% |
| 30D | +14.8% | +4.6% | +10.2% | +12.9% |
| 3M | +14.6% | +1.6% | +13.0% | +13.3% |
| 6M | +35.7% | -3.5% | +39.2% | +35.4% |
| YTD | +8.5% | -1.0% | +9.5% | +7.4% |
| 1Y | +13.3% | -1.7% | +15.0% | +13.3% |
| All | +13.3% | -2.0% | +15.2% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling